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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $880M AUM 1,555 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 326 Added 239 Reduced 87 Exited
Page 26 of 78  ·  1,555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 INSEEGO CORP 4,400.0 $49K 0.01% $11.14
502 VTWO VANGUARD SCOTTSDALE FDS 484.0 $48K 0.01% $99.17 +18.1%
503 JCI JOHNSON CONTROLS INTERNATION Industrials 366.0 $48K 0.01% +5.0 +1.4% $131.15 +3.7%
504 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 630.0 $48K 0.01% $76.19 +11.7%
505 EEMV ISHARES INC 747.0 $48K 0.01% -986.0 -56.9% $64.26 +17.5%
506 ACWX ISHARES TR 697.0 $48K 0.01% $68.87 +11.4%
507 KMB KIMBERLY-CLARK CORP Consumer Defensive 494.0 $48K 0.01% -206.0 -29.4% $97.17 +2.2%
508 ISRG INTUITIVE SURGICAL INC Healthcare 103.0 $47K 0.01% $456.31 -7.9%
509 CDXS CODEXIS INC Healthcare 28,890.0 $47K 0.01% NEW $1.63 +71.9%
510 INDA ISHARES TR 1,000.0 $47K 0.01% $47.00 +3.5%
511 MSTR STRATEGY INC Technology 370.0 $46K 0.01% -26.0 -6.6% $124.32 +27.4%
512 SRE SEMPRA Utilities 472.0 $46K 0.01% +52.0 +12.4% $97.46 -8.9%
513 CTVA CORTEVA INC Basic Materials 553.0 $46K 0.01% $83.18 -4.0%
514 EMN EASTMAN CHEM CO Basic Materials 609.0 $46K 0.01% $75.53 -0.1%
515 RMD RESMED INC Healthcare 204.0 $46K 0.01% $225.49 -12.0%
516 ADC AGREE RLTY CORP Real Estate 615.0 $46K 0.01% +69.0 +12.6% $74.80 -1.4%
517 BWXT BWX TECHNOLOGIES INC Industrials 225.0 $46K 0.01% $204.44 -3.5%
518 HOLOGIC INC 604.0 $46K 0.01% $76.16
519 DLS WISDOMTREE TR 552.0 $45K 0.01% $81.52 +8.7%
520 TBG EA SERIES TRUST 1,294.0 $45K 0.01% +209.0 +19.3% $34.78 +6.2%
Page 26 of 78  ·  1,555 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.5%
Technology 14.5%
Consumer Cyclical 9.4%
Industrials 8.1%
Healthcare 4.4%
Communication Services 3.4%
Consumer Defensive 2.5%
Energy 2.1%
Utilities 0.9%
Basic Materials 0.8%